Allworth Financial’s UFP Industries UFPI Stock Holding History

Allworth Financial’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2K	Buy	263 +43	+20%	+$4.35K	﹤0.01%	2851
2025 Q4	$20K	Sell	220 -11	-5%	-$1.01K	﹤0.01%	2832
2025 Q3	$21.6K	Buy	231 +50	+28%	+$5.05K	﹤0.01%	2661
2025 Q2	$18K	Sell	181 -27	-13%	-$2.73K	﹤0.01%	2590
2025 Q1	$22.5K	Buy	208 +69	+50%	+$7.7K	﹤0.01%	2011
2024 Q4	$16.4K	Buy	139 +7	+5%	+$902	﹤0.01%	2216
2024 Q3	$17.3K	Sell	132 -3	-2%	-$362	﹤0.01%	2004
2024 Q2	$16.3K	Buy	135 +43	+47%	+$5K	﹤0.01%	2003
2024 Q1	$11.3K	Hold	92	–	–	﹤0.01%	2052
2023 Q4	$11.6K	Buy	92 +24	+35%	+$2.59K	﹤0.01%	1926
2023 Q3	$6.96K	Buy	68 +31	+84%	+$3.13K	﹤0.01%	1974
2023 Q2	$3.59K	Hold	37	–	–	﹤0.01%	2242
2023 Q1	$2.94K	Hold	37	–	–	﹤0.01%	2245
2022 Q4	$2.93K	Sell	37 -2	-5%	-$153	﹤0.01%	2093
2022 Q3	$3K	Buy	+39	New	+$3.1K	﹤0.01%	2070
2022 Q2	–	Sell	-129	Closed	-$10K	–	2829
2022 Q1	$10K	Buy	129 +125	+3,125%	+$10.4K	﹤0.01%	1495
2021 Q4	$0	Buy	+4	New	+$336	﹤0.01%	2128

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return